Detalus Advisors, LLC HEFA Holdings History
Detalus Advisors, LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2025-03-31, Detalus Advisors, LLC held 99,655.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $3.62 Mil. This investment constitutes 1.14% of their stock portfolio, and Detalus Advisors, LLC now holds 0.05% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2024Q1. And since then Detalus Advisors, LLC has made 4 purchases of HEFA, at an average price of $34.73, for a total of 186,284.00 shares. In addition, there have been 1 sales at an average price of $34.76 for 86,629.00 shares. Based on historical transaction data and HEFA's current price of $38.44, Detalus Advisors, LLC's estimated gain on his HEFA holdings is $371,430.27, reflecting a 5.74% gain to date.
Detalus Advisors, LLC HEFA ($38.44) Holding Chart
Detalus Advisors, LLC HEFA ($38.44) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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